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Choose an Action

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Start with a template that brings PostHog and Salesforce together. Build enterprise-grade automation in minutes.

Our most popular template

Capture events in PostHog from updated Salesforce records
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Salesforce + PostHog
Create new Salesforce leads from updated actions in PostHog
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PostHog + Salesforce

Capture events in PostHog from updated Salesforce records

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Try it

Salesforce + PostHog

Create new Salesforce leads from updated actions in PostHog

Details

Try it

PostHog + Salesforce

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate PostHog with Salesforce - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Action Performed" from PostHog.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects PostHog and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Organization
  Required
- Project
  Required
- Action
  Required
Trigger
Instant
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New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write

- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Organization
  Required
- Project
  Required
- Event Name
  Required
- User PostHog Distinct ID
  Required
- Event Properties
- Timestamp
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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Practical ways you can use PostHog and Salesforce

Track customer project creation in CRM

Zapier ensures alignment across tools by triggering the creation of a record in Salesforce when a new project is added in PostHog. This keeps your business data centralized and reduces missed opportunities.

Business Owner

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Log customer interactions in analytics

When a case attachment is added in Salesforce, Zapier captures the event in PostHog, creating a record in your analytics. Customer support teams can identify trends or issues without manually integrating customer data, improving resolution efficiency.

Customer Support Ops

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Tag new leads as high-value in Analytics

When a new lead is created in Salesforce, Zapier automatically tags it as 'high-value' in PostHog Analytics. This ensures marketing can easily prioritize leads with more efficient data. By automating this process, teams save time and focus on conversions.

Marketing & Marketing Ops

Try it

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your PostHog to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About PostHog

PostHog is the single platform for building successful products. Open-source product analytics, web analytics, session replay, feature flags, surveys, and more.

Learn moreLearn moreHelpHelp

Related categories

Analytics

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect PostHog and Salesforce to power AI-driven automation

Launch your first automated workflow

Capture events in PostHog from updated Salesforce records

Create new Salesforce leads from updated actions in PostHog

Capture events in PostHog from updated Salesforce records

Create new Salesforce leads from updated actions in PostHog

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use PostHog and Salesforce

Track customer project creation in CRM

Log customer interactions in analytics

Tag new leads as high-value in Analytics

Learn how to automate Salesforce on the Zapier blog

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How to use Zapier's HubSpot Salesforce integration

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Make work flow with AI

Connect PostHog to Salesforce on the world's largest no-code automation platform